Formidable Asset Management’s iShares Select Dividend ETF DVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-418
| Closed | -$33K | – | 232 |
|
|
2016
Q1 | $33K | Hold |
418
| – | – | 0.02% | 242 |
|
|
2015
Q4 | $31K | Hold |
418
| – | – | 0.02% | 265 |
|
|
2015
Q3 | $30K | Hold |
418
| – | – | 0.02% | 274 |
|
|
2015
Q2 | $31K | Hold |
418
| – | – | 0.02% | 250 |
|
|
2015
Q1 | $33K | Buy |
418
+55
| +15% | +$4.34K | 0.02% | 241 |
|
|
2014
Q4 | $29K | Hold |
363
| – | – | 0.02% | 241 |
|
|
2014
Q3 | $28K | Hold |
363
| – | – | 0.02% | 236 |
|
|
2014
Q2 | $28K | Hold |
363
| – | – | 0.02% | 249 |
|
|
2014
Q1 | $27K | Hold |
363
| – | – | 0.02% | 235 |
|
|
2013
Q4 | $25K | Buy |
+363
| New | +$25K | 0.02% | 252 |
|